Stephen Espel is a finance professional with diverse experience in portfolio management, research, and customer service. At Fisher Investments, roles included Senior Associate and positions within the Portfolio Evaluation Group, focusing on capital markets innovation. Previous experience encompasses positions as a Team Sports Sales Associate at DICK'S Sporting Goods and a Pro Shop Attendant at Fargo Park District, showcasing strong customer interaction skills. In academic settings, Stephen served as a Student Director for the Financial Markets Program at the University of Minnesota Duluth, overseeing an investment portfolio and conducting equity analysis. Stephen's consulting role at ACA Group involves supporting financial institutions with ESG program development. Educational qualifications include a Financial Markets major with an Economics minor from the University of Minnesota Duluth and coursework at Curtin University.
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